Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,025 | $65,712-66.5% | $57,196-61.5% | $273,972-92.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 8.43% | 22.01%-13.6pp | 14.59%-6.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,955 | $3,280+20.6% | $2,683+47.4% | $4,869-18.8% |
| Participant deferral / active EE | $1,327 | $3,782-64.9% | $3,096-57.1% | $5,287-74.9% |
| Admin fee / account holder | $80 | $4,838-98.3% | $3,141-97.5% | $10,133-99.2% |